Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs VYM: how they differ
IWM and VYM hold 0% of their weight in the same names, and IWM returned more over the year.
iShares Russell 2000 ETF and Vanguard High Dividend Yield Index Fund.
What they hold in common
By the books each fund has filed, IWM and VYM hold 0% of their money in the same securities at the same weight.
| Only in IWM | Only in VYM |
|---|---|
| MOOG INC CLASS A 0.34% | Broadcom Inc 8.07% |
| UMB FINANCIAL 0.34% | JPMorgan Chase & Co 3.36% |
| CYTOKINETICS 0.32% | Exxon Mobil Corp 2.73% |
| GLAUKOS 0.32% | Johnson & Johnson 2.31% |
| JFROG 0.32% | Caterpillar Inc 1.73% |
| BRIGHTSPRING HEALTH SERVICES INC 0.31% | AbbVie Inc 1.57% |
| BRINKER INTERNATIONAL INC 0.31% | Cisco Systems Inc 1.52% |
| FIRSTCASH HOLDINGS INC 0.31% | Chevron Corp 1.51% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 10, 2026.
| IWM iShares Russell 2000 ETF | VYM Vanguard High Dividend Yield Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | Russell 2000 | US high dividend |
| Total return, 1 year | +21.2% | +17.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | +0.1 pts |
| Expense ratio | 0.19% | 0.04% |
| Already in the S&P 500 | 0.0% | 92.2% |
| Holdings | 1749 | 608 |
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1749 positions, with the top ten at 3.2%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
VYM in plain words
VYM is an index equity fund tracking the US high dividend. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 25.7%.
Questions people ask
- Which returned more over the last year, IWM or VYM?
- In the year to Sep 13, 2026, with distributions reinvested, IWM returned +21.2% and VYM returned +17.6%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or VYM?
- IWM charges 0.19% a year and VYM charges 0.04%, so VYM is cheaper. Fees come from each fund's prospectus.
- How much do IWM and VYM overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 92% of VYM by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IWM against VYM, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwm-vs-vym Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources